Posizionamento dei fondi    * Performance a 3 anni annualizzate

Posizionamento dei fondi  visualizza pdf Indice di categoria: IND_Bilanciati Performance aggiornate al 30/04/2024.   Rating CFS Performance Sharpe Fondo   YTD 1 anno 3 anni 5 anni Algebris Financial Income R USD 11.40 28.42 0.98 0.77 Algebris Financial Income RD USD 11.36 32.99 0.98 0.77 Algebris Financial Income R EUR 7.57 23.36 0.52 0.57 Algebris Financial Income R Dist. 7.57 27.72 0.51 0.57 Franklin Income A (Mdis) USD 3.41 6.78 0.54 0.43 Franklin Income N (acc) USD 3.98 7.73 0.51 0.41 JPM Global Balanced A (acc) USD (Hdg) 5.48 11.80 0.43 0.65 Schroder ISF Global Diversified Growth A Acc 5.70 10.59 0.40 0.45 BGF ESG Multi-Asset E2 USD Hedged 4.12 7.24 0.39 0.58 Schroder ISF Global Diversified Growth A1 Acc 5.52 10.04 0.33 0.39 Raiffeisen-Portfolio-Balanced (R) VTA 3.89 12.13 0.36 0.43 JPM Global Balanced D (acc) USD (Hdg) 5.31 11.24 0.36 0.59 Arca Economia Reale Bilanciato Italia 55 CL PIR 4.59 12.39 0.33 0.43 Arca Economia Reale Bilanciato Italia 55 CL P 4.60 12.41 0.33 0.43 PIMCO Global Core Asset Allocation E USD Income 7.33 14.49 0.33 0.51 PIMCO Global Core Asset Allocation E USD Acc 7.26 14.43 0.32 0.51 JPM Total EM Income A (acc) USD 4.07 11.69 0.11 0.39 Carmignac Patrimoine A USD Acc Hdg 7.68 10.91 0.22 0.67 Franklin Global Multi-Asset Income A (Qdis) EUR 0.14 6.94 0.23 0.39 JPM Total EM Income A (acc) EUR 4.37 11.71 0.12 0.39 Franklin Global Multi-Asset Income A (acc) EUR 1.35 8.23 0.23 0.39 Franklin Global Multi-Asset Income A (Ydis) EUR 1.34 8.21 0.23 0.39 Carmignac Ptf Emerging Patrimoine A USD Acc Hdg 5.17 8.78 0.11 0.70 Anima Bilanciato Megatrend People A 3.47 10.43 0.24 Anima Bilanciato Megatrend People AD 3.44 10.38 0.24 ARCA BB 3.02 7.01 0.18 0.32 JPM Asia Pacific Income A (acc) USD 4.66 7.79 0.00 0.24 JPM Asia Pacific Income A (dist) USD 4.65 7.82 0.00 0.24 Invesco Balanced-Risk Allocation R (USD Hdg) Acc USD 5.17 8.49 0.17 0.34 Carmignac Patrimoine A CHF Acc Hdg -2.44 4.40 0.05 0.57 Anima ESaLogoBilanciato AD 1.78 7.80 0.19 Franklin Global Multi-Asset Income N (acc) EUR 1.17 7.67 0.17 0.33 Franklin Global Multi-Asset Income N (Ydis) EUR 1.28 7.81 0.17 0.33 Franklin Global Multi-Asset Income N (Qdis) EUR -0.14 6.34 0.16 0.33 Raiffeisenfonds-Ertrag (R) VTA 3.02 9.00 0.12 0.34 JPM Total EM Income D (acc) USD 3.85 10.97 0.03 0.33 Anima ESaloGo Bilanciato A 1.81 7.84 0.17 JPM Total EM Income D (acc) EUR 4.13 10.99 0.04 0.33 Schroder ISF Sustainable Multi-Asset C 0.48 5.98 0.12 Fidelity F. Multi Asset Income A-USD 3.46 8.67 0.05 0.20 JPM Asia Pacific Income D (acc) USD 4.46 7.31 -0.06 0.20 Carmignac Ptf Emerging Patrimoine A CHF Acc Hdg -4.76 2.47 0.01 0.62 Anima Magellano A 3.38 10.12 0.13 0.27 Anima Magellano AD 3.38 10.10 0.13 0.26 JPM Total EM Income D (div) EUR 2.68 9.42 -0.02 0.31 Nordea 1 Stable Return BP EUR -2.18 -3.92 -0.10 0.16 Nordea 1 Stable Return AP EUR -2.18 -3.92 -0.10 0.16 Invesco Balanced-Risk Allocation A (CHF Hdg) Acc CHF -4.35 1.96 0.06 0.28 Anima Forza Equilibrato A 3.78 9.89 0.05 0.36 ARCA ECON. REALE BIL. ITALIA 30 CL P 1.70 6.28 -0.03 0.22 ARCA ECON. REALE BIL. ITALIA 30 CL PIR 1.70 6.26 -0.03 0.22 Fidelity F. Global Multi Asset Income A-ACC-USD 3.53 6.76 -0.13 0.14 Schroder ISF Sustainable Multi-Asset A Acc 0.25 5.25 0.04 Fidelity F. Global Multi Asset Income A-ACC-Euro 3.53 6.69 -0.11 0.14 Fidelity F. Global Multi Asset Income A-Euro 3.52 6.67 -0.11 0.14 Morgan Stanley IF Global Balanced Sustainable Fund A 2.62 7.24 -0.03 Raiffeisen Bilanciato Sostenibile (R) T 1.80 6.43 0.06 0.39 BSF Managed Index Portfolios - Moderate Class E2 2.29 7.72 0.01 Nordea 1 Stable Return E EUR -2.43 -4.64 -0.22 0.04 Templeton Global Income A (Qdis) USD 2.97 8.42 -0.05 0.06 Templeton Global Income A (acc) USD 4.21 9.74 -0.05 0.06 Fidelity F. Global Multi Asset Income A-MINCOME(G)-USD 3.02 5.26 -0.22 0.10 Fidelity F. Global Multi Asset Income D-ACC-Euro 3.33 6.14 -0.19 0.08 Fidelity F. European Multi Asset Income A-Euro 0.82 6.28 -0.12 0.18 Templeton Global Income A (acc) EUR 3.83 9.54 -0.03 0.06 Schroder ISF Sustainable Multi-Asset B 0.04 4.62 -0.03 Fidelity F. European Multi Asset Income A-ACC-Euro 0.83 6.34 -0.12 0.18 Anima Visconteo Plus A 1.18 4.37 -0.02 0.20 Fidelity F. Global Multi Asset Income E-QINCOME(G)-USD 1.79 4.52 -0.23 0.06 Anima Visconteo Plus AD 1.18 4.35 -0.03 0.19 Carmignac Ptf Patrimoine Europe A EUR Acc 3.59 4.03 -0.31 0.75 Franklin Income N (Mdis) EUR-H1 -0.66 1.51 -0.06 0.12 Fidelity F. Global Multi Asset Income D-MINCOME(G)-Euro 2.87 4.80 -0.25 0.05 Raiffeisen Sostenibile Diversificato ( AUS) Spezial -0.42 1.56 -0.37 Natixis AM F. Seeyond Multi Asset Conservative Growth RE/D (EUR) -0.53 1.05 -0.53 -0.10 Templeton Global Income N (acc) USD 4.01 9.16 -0.11 0.01 Fidelity F. European Multi Asset Income D-QINCOME(G)-Euro -0.58 4.48 -0.19 Fidelity F. European Multi Asset Income D-ACC-Euro 0.65 5.77 -0.19 Fidelity F. European Multi Asset Income E-ACC-Euro 0.69 5.78 -0.20 0.12 Carmignac Patrimoine A EUR Acc 3.99 6.51 -0.39 0.36 Carmignac Patrimoine A EUR Ydis 3.99 6.50 -0.39 0.36 Morgan Stanley IF Global Balanced Risk Control FoF A 3.91 9.09 -0.20 0.14 Carmignac Ptf Patrimoine A EUR Acc 3.87 6.11 -0.41 0.36 Raiffeisen Bilanciato Sostenibile (AUS) Spezial 1.63 5.91 -0.06 BGF ESG Multi-Asset E2 EUR 0.31 1.93 -0.07 0.39 Carmignac Ptf Patrimoine Income A EUR 3.46 5.70 -0.43 0.33 PIMCO Global Core Asset Allocation E EUR (Hdg) Acc 4.46 10.05 -0.04 0.28 PIMCO Global Core Asset Allocation E EUR (Hdg) Income 4.42 10.07 -0.04 0.28 JPM Total EM Income A (div) EUR 2.91 10.13 -0.23 Amundi Global Multi-Asset G EUR (C) 1.76 4.84 -0.11 0.33 Carmignac Patrimoine E EUR Acc 3.82 5.97 -0.46 0.29 Carmignac Ptf Patrimoine E EUR Acc 3.71 5.58 -0.48 0.29 JPM Global Balanced A (acc) EUR 1.57 6.21 -0.17 0.32 Carmignac Ptf Patrimoine Income E EUR 3.30 5.16 -0.50 0.28 Risposte Eurizon Bil. Euro Multimanager 2.07 6.03 -0.06 0.22 Amundi Global Multi-Asset F EUR (C) 1.65 4.53 -0.14 0.31 JPM Global Balanced A (dist) EUR 0.96 5.57 -0.20 0.31 Templeton EM Dynamic Income A (acc) USD 6.61 16.10 -0.19 0.13 Templeton EM Dynamic Income A (Qdis) USD 5.28 14.81 -0.19 0.13 Templeton EM Dynamic Income A (acc) EUR 6.21 15.93 -0.19 0.13 Templeton EM Dynamic Income A (Ydis) EUR 6.18 15.95 -0.19 0.13 Fidelity F. Multi Asset Income A-QINCOME(G)-USD 2.16 7.32 -0.36 JPM Global Balanced D (acc) EUR 1.39 5.68 -0.23 0.27 Carmignac Ptf Emerging Patrimoine A EUR Acc 1.53 4.61 -0.28 0.45 Fidelity F. European Multi Asset Income A-QINCOME(G)-Euro -0.40 5.02 -0.33 Templeton EM Dynamic Income N (acc) USD 6.37 15.52 -0.24 0.09 Carmignac Ptf Emerging Patrimoine A EUR Ydis 1.53 4.64 -0.28 0.44 Invesco Balanced-Risk Allocation A annual Dist EUR 1.59 3.84 -0.26 0.09 Invesco Balanced-Risk Allocation A Acc EUR 1.65 3.85 -0.26 0.09 Carmignac Ptf Emerging Patrimoine E EUR Acc 1.28 3.66 -0.34 0.38 Fidelity F. Global Multi Asset Income A-ACC-Euro (Hdg) 0.97 3.07 -0.58 -0.10 Fidelity F. Glb Multi Asset Income A-QINCOME(G)-Euro (Hdg) -0.57 1.57 -0.57 -0.10 Invesco Balanced-Risk Allocation E Acc EUR 1.39 3.28 -0.31 0.04 Invesco Balanced-Risk Select A Acc EUR 3.31 5.93 -0.30 0.06 Invesco Balanced-Risk Allocation R Acc EUR 1.39 3.07 -0.33 0.02 Fidelity F. Glb Multi Asset Income D-QINCOME(G)-Euro (Hdg) -0.65 1.11 -0.64 -0.16 Fidelity F. Global Multi Asset Income D-ACC-Euro (Hdg) 0.80 2.62 -0.64 -0.15 Fidelity F. Multi Asset Income A-ACC-Euro (Euro/USD Hdg) -0.38 3.16 -0.48 Fidelity F. Global Multi Asset Income E-ACC-Euro (Hdg) 0.69 2.49 -0.66 -0.17 Fidelity F. Glb Multi Asset Income E-QINCOME(G)-Euro (Hdg) -0.78 0.94 -0.66 -0.17 Invesco Balanced-Risk Select E Acc EUR 3.22 5.48 -0.34 0.00 Invesco Balanced-Risk Select R Acc EUR 3.04 5.20 -0.37 -0.02 Templeton Global Income A (acc) EUR-H1 0.35 4.18 -0.38 -0.14 Templeton Global Income A (Qdis) EUR-H1 -0.96 2.87 -0.38 -0.15 Templeton Global Income N (Qdis) EUR-H1 -1.04 2.49 -0.42 -0.18 JPM Asia Pacific Income D (mth) EUR (Hdg) -0.10 1.19 -0.70 -0.33 Invesco Asia Asset Allocation A quarterly Dist USD 3.58 5.43 -0.96 -0.30 Invesco Asia Asset Allocation A Acc USD 3.63 5.39 -0.96 -0.30 Invesco Asia Asset Allocation A monthly Dist USD 3.60 5.42 -0.96 -0.30 Invesco Asia Asset Allocation A monthly Dist-1 USD 3.72 5.49 -0.99 -0.31 Templeton EM Dynamic Income A (acc) EUR-H1 2.60 10.25 -0.46 -0.09 Templeton EM Dynamic Income A (Ydis) EUR-H1 2.61 10.24 -0.46 -0.09 Invesco Asia Asset Allocation E Acc EUR 3.62 4.69 -0.98 -0.35 Invesco Asia Asset Allocation R Acc USD 3.40 4.71 -1.04 -0.38 Templeton EM Dynamic Income N (acc) EUR-H1 2.37 9.58 -0.49 -0.12 Fidelity F. Asia Pac. Multi Asset Growth & Income A-ACC-Euro (Euro/USD Hdg) 1.06 -1.45 -0.89 -0.38 Invesco Asia Asset Allocation A (EUR Hdg) annual Dist EUR -0.15 0.21 -1.09 -0.46 Fidelity F. Asia Pac. Multi Asset Growth & Income E-ACC-Euro (Euro/USD Hdg) 0.89 -1.94 -0.93 -0.43 Fidelity F. Asia Pac. Multi Asset Growth & Income A-MINCOME(G)-USD 4.52 0.13 -1.19 -0.66 Invesco Asia Asset Allocation A (EUR Hdg) Acc EUR -0.20 0.10 -1.10 -0.46 Fidelity F. Asia Pac. Multi Asset Growth & Income A(Euro/USD Hdg) -0.21 -2.52 -1.04 -0.61 Fidelity F. Asia Pac. Multi Asset Growth & Income E(Euro/USD Hdg) -0.50 -3.34 -1.10 -0.66 Arca Oxygen Plus 60 2.68 9.05 BGF ESG Glb Multi-Asset Income Fund E 5G EUR HdgBGF ESG Glb Multi-Asset Income Fund E 5G EUR Hdg -0.33 3.11 BGF ESG Global Multi-Asset Income Fund E2 EUR Hedged -0.43 3.04 Eurizon Circular & Green Economy D 3.07 9.66 Fidelity F. European Multi Asset Income A-MINCOME(G)-Euro 0.44 5.20 Sidera Funds - Balanced Growth A Acc 1.42 12.92 Sidera Funds - Balanced Growth A Inc 1.43 12.93

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